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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
751
Finer Wealth Management
Massachusetts
$507K -$117K -1,282 -20%
PFO
752
Pathstone Family Office
New Jersey
$507K +$456K +4,989 New
PCS
753
Personal CFO Solutions
New Jersey
$506K +$463K +5,073 New
CCM
754
Coldstream Capital Management
Washington
$505K -$7.49K -82 -2%
PCM
755
Parsons Capital Management
Rhode Island
$504K -$28.3K -310 -6%
HIA
756
Harbor Investment Advisory
Maryland
$503K -$3.65K -40 -0.8%
HVIA
757
Hudson Valley Investment Advisors
New York
$502K -$141K -1,545 -24%
CIC
758
Carnegie Investment Counsel
Ohio
$501K -$1.55K -17 -0.3%
SG
759
StoneX Group
New York
$496K +$113K +1,237 +33%
PPP
760
Private Portfolio Partners
New Jersey
$493K +$55.3K +605 +14%
SP
761
Symmetry Partners
Connecticut
$491K – – –
LCM
762
Laurion Capital Management
New York
$489K +$448K +4,900 New
B
763
Bellecapital
Switzerland
$488K – – –
AW
764
Apricus Wealth
South Carolina
$488K +$51.2K +560 +13%
BS
765
Boenning & Scattergood
Pennsylvania
$488K +$103K +1,125 +30%
FNBSF
766
First National Bank Sioux Falls
South Dakota
$486K – – –
CTA
767
Colonial Trust Advisors
South Carolina
$484K – – –
IFWM
768
Institute for Wealth Management
Colorado
$482K – – –
BFA
769
Brendel Financial Advisors
New Hampshire
$480K +$2.01K +22 +0.5%
S
770
SignatureFD
Georgia
$480K +$46.6K +510 +12%
EWM
771
Empirical Wealth Management
Washington
$478K -$10.5K -115 -2%
IMRF
772
Illinois Municipal Retirement Fund
Illinois
$478K – – –
MMG
773
Monetary Management Group
Missouri
$476K – – –
ONB
774
Old National Bancorp
Indiana
$476K +$132K +1,447 +44%
GCM
775
Gables Capital Management
Florida
$473K – – –
29 30
31
32 33